The Assistant Online Trainer (AOT) must first become the Online Group Leader (OGL) role in the bsfonline.org system. Then the Online Area Personnel (OAP) or Online Trainer (OT) can convert them to the AOT role. If the AOT is not already in the application process or an existing OGL, please see these articles first:

  1. OAP/OT - Recommend an Assistant Online Trainer
  2. AOT - Application Process

 

OT approves the AOT candidate as an OGL (if already an OGL, skip to the next section)

  1. Login to your account at bsfonline.org
  2. Select ‘Leaders Management’ under the Navigation menu, Management > Leaders Management
  3. View the candidate’s application and their recommendation form by selecting the ‘View Application’ button
  4. The application is listed first, followed by the recommendation form at the bottom of the page
  5. After you have completed the interview or meet and greet with the candidate, enter in your notes from the interview under ‘View Application’. Notes are required when ready to ‘Approve’ or ‘Not Approve’ the candidate
  6. Select ‘Save Changes’
  7. Select ‘Close’ to return to the ‘Leaders Management’ page
  8. Reminder: You must submit your interview notes before you can update the candidate’s status to ‘Approve’ or ‘Not Approve’. Interview comments can be updated at a later time if the process is not finalized yet
  9. Select ‘Approve’ or ‘Not Approve’ and confirm your selection in the next prompt
  10. If the candidate has been approved, you may now view their profile information under the My Training page where the AOT candidate is shown as an OGL

 

OAP or OT converts the AOT candidate from an OGL to an AOT 

  1. The AOT must be placed as an OGL in the Online Leaders Meeting (OLM) that they will lead. If they are not, have them follow the steps in this article to switch to the correct OLM: OGL - Change your Online Leaders Meeting
  2. When the AOT is in their OLM as an OGL, the OAP or OT selects ‘User Management’ under the Navigation menu, Management > Users Management
  3. Search for the new AOT; for a faster search by the system, use the ‘Keyword Search’ with the individual’s name or email
  4. Select ‘Apply Filters’ to search
  5. Select the ‘+’ button corresponding to the AOT (they should be listed as an OGL)
  6. Select the ‘User Position’ dropdown menu and then select ‘Assistant Online Trainer’
  7. Select ‘Save Changes’!
  8. Verify that the new AOT shows up as the AOT of the OLM on the class page

 

Note: If you need to add a second AOT to an OLM, please follow the instructions in this article, OAP/OT - Add a second Assistant Online Trainer (Coming soon!)